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NEI Tactical Yield P

NWT8190
9.77
+0.01
+0.07%
2018-09-21
5 Years
  • Previous Close

    9.76

  • Net Assets

    34.44M

  • Yield

    2.62%

  • Front load

    None

  • Expenses

    -

  • Category

    Tactical Balanced

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

NEI Investments

Fund Style

Open

Fund Manager

Daniel Solomon

Investment Style

Large Value

The Fund aims to generate a high level of income while providing some potential for capital growth primarily through exposure to a portfolio of fixed income and high yielding equity securities. The Fund uses a tactical approach to asset allocation based on the attractiveness of the asset class and potential return.

Purchase Information

Initial Purchase 100,000
Initial Purchase: IRA 100,000
Initial Purchase: AIP 25

Inception

2014-06-27

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